Account Manager I - Personal Lines jobs in United States
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HUB International · 2 months ago

Account Manager I - Personal Lines

HUB International is a leading global insurance broker and financial services firm. The Account Manager I is responsible for delivering excellent service by managing a group of assigned accounts, assisting in client retention goals, and supporting senior Account Managers while fostering a culture of teamwork and continuous improvement.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Processes cancellations, endorsements, reinstatements; issues certificates of insurance, audits, id cards, Workers Compensation posting notices, and evidence of property as appropriate. Invoices personal account premiums for existing clients consistent with coverages in order to meet carrier requirements and client needs
Establishes and builds customer relationships; with guidance from Account Manager II, III’s and Account Executive when needed, responds to client coverage inquiries, reviews contracts and agreements for insurance coverage compliance
Sends schedules and applications to insureds for completion and issues policies to clients
Remarkets renewals with carriers including gathering information and reviewing applications and submissions for accuracy and completeness; negotiates terms, pricing and conditions with carriers
Collaborates with and supports Producers and Account Executives in marketing business
Contacts assigned Account Management clients regarding outstanding receivables

Qualification

P & C licenseClient service experienceCIC certificationCISR certificationMicrosoft Office proficiencyEPIC proficiencyBasic math skillsCustomer service skillsProblem-solving skillsTeamworkWritten communicationVerbal communication

Required

High School Diploma required, college degree preferred
3+ years of experience personal property and casualty client service experience required
P & C license required; CIC, CISR, or another certificate preferred
Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems
Firm understanding of coverages and service needs of assigned clients
Strong basic math skills
Superior customer service and problem-solving skills with the ability to work in a team environment
Excellent written and verbal English communications skills required
Ability to work a regular, full-time work schedule at HUB's facility(s)

Preferred

college degree preferred
CIC, CISR, or another certificate preferred

Benefits

Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Paid Parental Leave
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase